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Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
2076
Heartwood Wealth Advisors
Virginia
$1.64M +$661K +1,938 +68%
SCA
2077
Stonebridge Capital Advisors
Minnesota
$1.63M +$133K +391 +9%
SWK
2078
Stephen W. Kidder
$1.63M +$213K +626 +15%
BHA
2079
Beech Hill Advisors
New York
$1.63M
IIL
2080
Insight Inv LLC
California
$1.63M -$3.41K -10 -0.2%
EP
2081
Edgestream Partners
New Jersey
$1.63M -$964K -2,827 -37%
RWP
2082
Revolve Wealth Partners
New Jersey
$1.62M +$41.6K +122 +3%
AWM
2083
Aries Wealth Management
Maine
$1.62M -$83.9K -246 -5%
WMP
2084
Wealth Management Partners
Arizona
$1.62M -$20.1K -59 -1%
PWP
2085
Pursue Wealth Partners
California
$1.62M -$887K -2,601 -35%
PSB
2086
Piscataqua Savings Bank
New Hampshire
$1.62M
DSA
2087
Droms Strauss Advisors
Missouri
$1.61M +$17.4K +51 +1%
FLI
2088
Family Legacy Inc
South Carolina
$1.61M +$77.1K +226 +5%
WE
2089
Wealth Effects
Massachusetts
$1.61M +$13.6K +40 +0.9%
KFS
2090
Kurt F. Somerville
$1.61M
IP
2091
Ignite Planners
California
$1.61M +$16K +47 +1%
AA
2092
Auxano Advisors
Washington
$1.61M
BB
2093
Bell Bank
North Dakota
$1.61M +$341 +1 +0%
AMBIA
2094
Allen Mooney & Barnes Investment Advisors
Georgia
$1.6M -$46.4K -136 -3%
LFA
2095
Legacy Financial Advisors
Kentucky
$1.6M +$112K +329 +8%
HBT
2096
Hills Bank & Trust
Iowa
$1.6M -$682 -2 -0%
C
2097
Certuity
Florida
$1.6M +$409K +1,198 +34%
LC
2098
LCNB Corp
Ohio
$1.6M
CMI
2099
Clare Market Investments
Texas
$1.6M -$118K -345 -7%
PGA
2100
Portland Global Advisors
Maine
$1.59M -$17K -50 -1%